See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Consulting... | $2,618 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,941 | $86,655-17.0% | $119,609-39.9% | $66,914+7.5% |
| Participation rate | 67.6% | 75.6%-8.0pp | 79.3%-11.7pp | 69.8%-2.2pp |
| Annual return | -16.96% | -8.00%-9.0pp | -14.97%-2.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $991 | $2,536-60.9% | $4,232-76.6% | $2,544-61.0% |
| Participant deferral / active EE | $2,406 | $4,358-44.8% | $5,602-57.0% | $4,237-43.2% |
| Admin fee / account holder | $33 | $755-95.7% | $10,323-99.7% | $593-94.5% |